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Catalyst with Shayle Kann

Catalyst with Shayle Kann

Podcast Catalyst with Shayle Kann
Podcast Catalyst with Shayle Kann

Catalyst with Shayle Kann

Post Script Media + Canary Media
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Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate ...
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Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate ...
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Beschikbare afleveringen

5 van 96
  • Fixing interconnection
    Everything's bigger in Texas—the hats, the boots, the convenience stores. But its interconnection times? They’re surprisingly short. In the U.S. it takes power generators four years on average to get approval to connect to the grid, and in some places, it takes far longer. In the Texas electricity market, it takes only about 1.5 years between interconnection request and agreement. And it costs way less to interconnect, too.  The results are telling. The Texas grid, operated by the Electricity Reliability Council of Texas, or ERCOT, has installed more wind power than any other state—40+ gigawatts worth. It’s also installed 19 gigawatts of solar power, second only to California. ERCOT has interconnected two times more generation than PJM, an electricity market in the Mid-Atlantic, even though PJM is two times larger than ERCOT in terms of peak load.  So what does Texas know about interconnection that the rest of the U.S. doesn’t? And how could other states learn from Texas?  In this episode, Shayle talks to Tyler Norris, PhD student at Duke University’s Nicholas School of the Environment and former vice president of development at Cypress Creek Renewables. Tyler recently published a policy brief on how the U.S. could reform its interconnection process, applying lessons from ERCOT. They cover topics like: Why FERC’s system impact studies lead to long delays and high costs ERCOT’s shorter and lower-cost process, called “connect-and-manage” Recommended Resources: Duke Nicholas Institute: Beyond FERC Order 2023: Considerations on Deep Interconnection Reform Catalyst: Understanding the transmission bottleneck FERC: E-1: Commissioner Clements Concurrence on Order No. 2023: Improvements to Generator Interconnection Procedures and Agreements Brattle Group: Generation Interconnection and Transmission Planning Catalyst is a co-production of Post Script Media and Canary Media. Are you looking to understand how artificial intelligence will shape the business of energy? Come network with utilities, top energy firms, startups, and AI experts at Transition-AI: New York on October 19. Our listeners get a 10% discount with the code pspods10. Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more. Catalyst is supported by RE+. RE+ is more than just the largest clean energy event, it’s a catalyst for industry innovation designed to supercharge business growth in the clean energy economy. Learn more: re-plus.com.
    21-9-2023
    44:00
  • Stopping geoengineering, by accident
    Solar geoengineering is a hot (er, cool?) topic these days. One method involves injecting a form of sulfur into the atmosphere to reflect solar radiation and help reduce global temperatures. But it could also cause unpredictable changes to ozone, rainfall, and ecosystems. So when a rogue startup began sending balloons of sulfur dioxide into the atmosphere earlier this year, it sparked outrage. But here’s the thing: We’ve been geoengineering our atmosphere for decades, just not intentionally. Scientists have long known that sulfur dioxide emissions from maritime shipping have a cooling effect on the atmosphere. They brighten clouds and reflect more solar radiation. We’ve also known that sulfur dioxide is a toxic air pollutant that causes tens of thousands of premature deaths per year.  So in 2020 when the International Maritime Organization, which regulates shipping, required ships to drastically cut their sulfur dioxide emissions, it reduced air pollution. But it also accidentally warmed the surface of the oceans. So how big of a deal is this? In this episode, Shayle talks to Dr. Dan Visioni, climate scientist and assistant professor at Cornell University’s Department of Earth and Atmospheric Sciences. They cover topics like: The mechanism behind marine cloud brightening and how it differs from stratospheric sulfate injection Why the warming effect was so strong in the North Atlantic in particular What we still don’t understand about the impact on global mean temperatures and regional weather, like heat waves and hurricanes   What this accidental experiment tells us about how someone could conduct a deliberate geoengineering experiment Recommended Resources: Analysis: How low-sulphur shipping rules are affecting global warming Atmospheric Chemistry & Physics: Climate and air quality trade-offs in altering ship fuel sulfur content Catalyst is a co-production of Post Script Media and Canary Media. Are you looking to understand how artificial intelligence will shape the business of energy? Come network with utilities, top energy firms, startups, and AI experts at Transition-AI: New York on October 19. Our listeners get a 10% discount with the code pspods10. Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more. Catalyst is supported by RE+. RE+ is more than just the largest clean energy event, it’s a catalyst for industry innovation designed to supercharge business growth in the clean energy economy. Learn more: re-plus.com.
    14-9-2023
    47:25
  • The food-energy nexus
    Last time we talked to Dr. Michael Webber, we dug into the nexus between water and energy. This episode we’re diving into food. The connections are myriad. Food itself is just a means of energy storage, and a particularly good one at that. While photosynthesis is remarkably inefficient—averaging only 0.3% globally, compared to 90% or more in an electric motor—it stores energy for weeks to years. In the U.S. we use around 12% of our energy to produce food, in the form of inputs like diesel, fertilizer, and electricity. Meanwhile, the food system itself provides fuel to the rest of the energy system, through ethanol and other forms of bioenergy. So how do all these things fit together?  In this episode, Shayle talks to Dr. Webber, professor of mechanical engineering at the University of Texas–Austin, and chief technology officer at Energy Impact Partners, where Shayle is a partner. They cover topics like: The Green revolution, which added more energy to food production, improving yields while reducing the amount of people required The categories of energy consumption, such as fertilizers, on-site fuel, transportation, the cold chain and cooking Food waste, which in the U.S. reaches about 30 - 50% of edible food Why buying local is not necessarily good for the environment Why we should not use food for fuel, unless it’s waste by-products from food production How climate change affects the food system, for example by reducing the efficiency of photosynthesis and requiring more refrigeration to reduce spoilage The viability of indoor agriculture Recommended Resources: Climavores: Bursting the ‘eat local’ bubble Catalyst: The 3 pathways to alternative proteins Catalyst: From biowaste to ​‘biogold’ Catalyst: How well does soil actually store carbon? Catalyst is a co-production of Post Script Media and Canary Media. Are you looking to understand how artificial intelligence will shape the business of energy? Come network with utilities, top energy firms, startups, and AI experts at Transition-AI: New York on October 19. Our listeners get a 10% discount with the code pspods10. Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more. Catalyst is supported by RE+. RE+ is more than just the largest clean energy event, it’s a catalyst for industry innovation designed to supercharge business growth in the clean energy economy. Learn more: re-plus.com.
    8-9-2023
    39:13
  • Can the V2X dream become reality?
    Here’s the dream: Millions of EVs plugged into their charging docks, working in concert to relieve stress on the world’s power grids. They reduce charging load or even inject energy back onto the grid. They back up renewables when the wind doesn’t blow or the sun doesn’t shine.  That’s the vision for managed charging, or V1G, and vehicle-to-grid, or V2G. There’s also a third technology called vehicle-to-home that allows an EV battery to power a building, just like a home battery. Collectively these technologies are called V2X. There’s reason to think this V2X dream could become a reality. They’re already happening at small scales. And when they reach larger scales, the cumulative impact could be big. A recent Nature study found that by 2030 the total battery capacity across the world’s mobile batteries could be more than two terawatt hours, climbing to more than 30 terawatt hours by 2050. But first, these technologies need to overcome some big barriers—costly grid upgrades, degrading batteries, drivers worried about being left without a charge—just to name a few.  So what will V2X actually look like? In this episode, Shayle talks to Ty Jagerson, leader of V2X at GM. They cover topics like: The contracts GM is signing with customers to manage their charging Reassuring EV owners that managed charging is not going to leave them without a charge What kind of compensation EV owners could get for V2G and whether the value to companies will be worth the costs The carrots and sticks of V2G: compensation and time-of-use charges Whether V2G will be more valuable for capacity or energy markets Whether V2G will degrade batteries and violate manufacturer warranties Recommended Resources: Canary Media: Is ​‘vehicle-to-everything’ charging ready for prime time? Union of Concerned Scientists: EVs Can Support Power Grid Reliability and Reduce Costs. Here’s How. Catalyst: Will charging infrastructure be a bottleneck for electric vehicles? Catalyst is a co-production of Post Script Media and Canary Media. Are you looking to understand how artificial intelligence will shape the business of energy? Come network with utilities, top energy firms, startups, and AI experts at Transition-AI: New York on October 19. Our listeners get a 10% discount with the code pspods10. Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more. Catalyst is supported by RE+. RE+ is more than just the largest clean energy event, it’s a catalyst for industry innovation designed to supercharge business growth in the clean energy economy. Learn more: re-plus.com.
    31-8-2023
    38:56
  • Seeking the holy grail of batteries (Rerun)
    If there were a holy grail of electric vehicle batteries, it would be low-weight, long-range, and fast-charging. It would last a million miles and cost less than anything produced today. So in the booming EV battery market, what kind of battery will check all those boxes? Who will invent it? And do we really need all those features in one battery in the first place? In this episode, Shayle talks to Sam Jaffe, vice president of battery solutions at E-Source. They trace the history of the two major competing lithium-ion chemistries: Lithium Iron (or ferrous) Phosphate (LFP) and Nickel Manganese Cobalt (NMC). Sam and Shayle also discuss the factors that shaped this competition, like China, Tesla, and access to capital. They discuss new partnerships between battery manufacturers and automakers, including LG and GM, Samsung SDI and Stellantis, ACC and Mercedes And they cover questions like: Who decides which chemistries to develop — automakers or battery part manufacturers?  Will a small number of chemistries dominate or will there be a rapid diversification of battery chemistries to meet different needs? Is fast charging a nice-to-have or need-to-have? Will the rising costs of battery materials, especially lithium, slow the adoption of EVs?  Plus, Sam explains why he is no longer bearish on vehicle-to-grid (V2G) charging. Catalyst is a co-production of Post Script Media and Canary Media. Are you looking to understand how artificial intelligence will shape the business of energy? Come network with utilities, top energy firms, startups, and AI experts at Transition-AI: New York on October 19. Our listeners get a 10% discount with the code pspods10. Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more. Catalyst is supported by RE+. RE+ is more than just the largest clean energy event, it’s a catalyst for industry innovation designed to supercharge business growth in the clean energy economy. Learn more: re-plus.com.
    24-8-2023
    56:04

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Over Catalyst with Shayle Kann

Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of "climate tech" with prominent experts, investors, researchers, and executives. The show is a co-production of Post Script Media and Canary Media.
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